Peter Michael Frikker

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars
SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

Current Employers

Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2024-07-17

PA RA
APPROVED

Since 2024-07-17

Branch Locations

Muncy, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
University Of Pittsburgh	Pittsburgh	PA	11/2012	08/2023
Burns Insurance Agency	Muncy	PA	08/2023	Present
Osaic Institutions, Inc	Meriden	CT	05/2024	Present

11/2012 → 08/2023

University Of Pittsburgh

Pittsburgh, PA
08/2023 → Present

Burns Insurance Agency

Muncy, PA
05/2024 → Present

Osaic Institutions, Inc

Meriden, CT

Other Businesses

Burns Insurance Agency non-investment related 2766 Lycoming Mall Drive, Muncy, PA 17756 Medicare Insurance Licensed Agent 08/21/2023 amount of time varies dependent upon the enrollment season Help individuals navigate the Medicare Insurance marketplace

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-07-15

S66 Uniform Combined State Law Examination

2024-07-15

View on SEC IAPD